Udemy - Storytelling for Financial Advisors and Investment Expert...

  • Category Other
  • Type Tutorials
  • Language English
  • Total size 2.4 GB
  • Uploaded By freecoursewb
  • Downloads 189
  • Last checked 5 days ago
  • Date uploaded 6 months ago
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Infohash : 4E11C9319F516E02E7CFC1A718E4723973737A7B



Storytelling for Financial Advisors and Investment Experts

https://WebToolTip.com

Published 7/2025
MP4 | Video: h264, 1280x720 | Audio: AAC, 44.1 KHz, 2 Ch
Language: English | Duration: 2h 59m | Size: 2.38 GB

Communicating Insights and Advice Using Engaging Narratives: Financial Advice, Story Design, Python & Sankey Diagrams.

What you'll learn
Define the scope and requirements of the advisory message based on its purposes and targeted client impact.
Prepare and structure financial data to create Sankey diagrams to visualize flow and interactions as a basis for story design using Python software.
Develop financial data stories by combining analysis, visualization, and structured narrative techniques.
Present financial insights using clear and engaging storytelling techniques.

Requirements
To get the most out of this course, learners should have a basic understanding of financial and investment principles along with familiarity in data analysis and visualization techniques. Some experience with Python programming for summarizing and visualizing data is expected, as well as a general awareness of generative AI tools used to support content creation and code generation. These foundational skills will help learners focus more on the storytelling aspects without getting bogged down in technical learning.

Files:

[ WebToolTip.com ] Udemy - Storytelling for Financial Advisors and Investment Experts
  • Get Bonus Downloads Here.url (0.2 KB)
  • ~Get Your Files Here ! 1 - Introduction
    • 1 -Welcome and Course Goals.mp4 (36.0 MB)
    • 2 -Tips for Successful Completion.mp4 (26.3 MB)
    • 3 -Meet Your Instructor.mp4 (18.9 MB)
    2 - Financial Data Storytelling Concepts
    • 1 -The Need for Communications in Financial Advisory.mp4 (121.1 MB)
    • 2 -Challenges in Communicating Financial Insights & Advice.mp4 (124.8 MB)
    • 3 -The Rise of Data Storytelling.mp4 (127.1 MB)
    • 4 -Financial Data Storytelling Frameworks.mp4 (109.8 MB)
    • 5 - Data Storytelling for Financial Planning and Analysis.html (0.6 KB)
    • 5 - Hands-On-Learning Understanding the Purpose and Power of Financial Storytelling.html (0.3 KB)
    • 5 -Hands_On_Lab_Understanding the Purpose and Power of Financial Storytelling.pdf (212.4 KB)
    3 - Visualization Techniques for Financial Data
    • 1 -Patterns and Relationships in Financial Data.mp4 (152.1 MB)
    • 2 -Comparing and Selecting Charting Styles.mp4 (95.4 MB)
    • 3 -Sankey Diagrams.mp4 (106.0 MB)
    • 4 -Organizing Data for Sankey Diagrams.mp4 (94.3 MB)
    • 5 - Financial Storytelling The Art of Being a Financial Advisor.html (0.6 KB)
    • 5 - Hands-On-Learning Visualizing Financial Patterns with the Right Chart Type.html (0.3 KB)
    • 5 -Hands-On-Lab_Section 3_Solution Revised July 9.docx (35.6 KB)
    • 5 -Hands_On_Lab_Section 3 Revised July 9 1.pdf (227.2 KB)
    4 - Storytelling Design Techniques
    • 1 -Defining Story Purpose and Audience Needs.mp4 (104.5 MB)
    • 2 -Designing the Financial Story Arc.mp4 (99.9 MB)
    • 3 -Selecting and Developing Characters.mp4 (144.9 MB)
    • 4 -Story Design Tools and Techniques.mp4 (74.5 MB)
    • 5 - Hands-On-Learning Designing a Before-and-After Financial Story Using Story Desi.html (0.4 KB)
    • 5 - Write and Design Your Data Story Step-By-Step Guide.html (0.6 KB)
    • 5 -Bar_Chart.png (51.6 KB)
    • 5 -Hands_On_Lab_Designing a Before-and-After Financial Story Using Story Design Tools.pdf (240.6 KB)
    • 5 -Sankey_chart.png (144.7 KB)
    • 5 -before_after_fund_flows.csv (0.3 KB)
    5 - Using Python to Create Data Visualizations
    • 1 -Overview of Visualization Techniques Suitable to Storytelling.mp4 (214.6 MB)
    • 2 -Applications of Bar Charts and Line Charts For Charts for Data Storytelling.mp4 (219.6 MB)
    • 3 -Review of Sankey Diagrams for Data Storytelling.mp4 (128.6 MB)
    • 4 -Evaluating and Selecting a Charting Technique.mp4 (74.4 MB)
    • 5 - Hands-On-Learning Using Google Colab with Python and Gemini AI to Create a Bar.html (0.5 KB)
    • 5 - How to Create a Sankey Diagram with Python in 30 Seconds.html (0.6 KB)
    • 5 -Hands-On-Learning Using Google Colab with Python and Gemini AI to Create a Bar Chart for Financial Fund Flows.pdf (217.2 KB)
    • 5 -before_after_fund_flows (1).csv (0.3 KB)
    6 - Delivering Financial Advice with Engaging Data Stories
    • 1 -Financial Advisory Case Study Case Study Introduction.mp4 (81.0 MB)
    • 2 -Financial Advisory Case Study Creating Insights From the Raw Data.mp4 (69.5 MB)
    • 3 -Financial Advisory Case Study Crafting a Data Story to Deliver the Insights.mp4 (51.1 MB)
    • 4 -Financial Advisory Case Study Delivering the Story to Engage with the Audience.mp4 (86.9 MB)
    7 - Wrap-Up and Capstone
    • 1 -Course Wrap Up.mp4 (76.1 MB)
    • 2 - Capstone Project Data Storytelling for Retirement Income Planning.html (0.3 KB)
    • 2 -Capstone Project Data Storytelling for Retirement Income Planning.pdf (232.0 KB)
    • 2 -Project Visual Solution.png (42.2 KB)
    • 2 -Project_Solution.ipynb (88.4 KB)
    • 2 -retirement_cashflow.csv (0.3 KB)
    • Bonus Resources.txt (0.1 KB)

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